PrimeInvestor - Articles and Reports

Expense ratio
Mutual funds & ETFs
Vidya Bala

Should you go for direct plans or regular plans of mutual funds?

Which categories of funds have unusually high expense ratio? Should you avoid them – be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?

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Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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small cap opportunity
Markets
Aarati Krishnan

How to (and not to) play the small cap opportunity

SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.

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Mutual funds & ETFs
PrimeInvestor Research Team

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.

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HDFC Top 100
Mutual funds & ETFs
Vidya Bala

The rise and fall of HDFC Top 100

HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.

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multi-asset allocation funds
Mutual funds & ETFs
Vidya Bala

Should you invest in multi-asset allocation funds?

Whenever the returns of any category tops equity fund returns, investor interest in such a category goes up. It’s the turn of the multi-asset allocation funds now. And going by the number of queries we have received, we know many of you want to know whether to invest in this category.

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Mutual funds & ETFs
Bhavana Acharya

Prime Reviews: ICICI Pru Alpha Low Vol 30 ETF NFO – a winning multi-factor combo?

It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).

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